4 Steps to setup Statement Automation with QuickBooks Online/Desktop

4 Steps to setup Statement Automation with QuickBooks Online/Desktop

Steps to setup Statement Automation with QuickBooks Online/Desktop

You can find detailed steps here with video  – link

Step 1 : Signup to PayorCRM

 

For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button

For QuickBooks Desktop – Go to the login page and register an account. Download the QuickBooks connector file ( QWC file ) from settings view and add the same to your QB Desktop product

Customer portal with QuickBooks signup steps

You can find detailed steps here – https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-desktop

Step 2 : Go to invoice reminders  –  > Email template

Step 3 : Create/Edit Template

Tip : Ensure that you add the merge tags  {{login_register}} to ensure that the customer can login to the customer portal to see and pay their invoices using login & register button within email.

Click on this link to see what customers can do using the customer portal here

Ensure that you save the template with a proper template name

Step 3 : Go to invoice reminders  –  > Statement automation

Add a statement automation rule with the following rules

  1. Customer rule – Customer categories = All customers
  2. Invoice rule – Invoice Overdue between 0   –   300 days  ( Ensures that all invoices that are overdue from the last 300 days are available in the statement )

 

Step 4 : Ensure that the required Statement automation rule is active


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